See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,153 | $202,318-56.4% | $172,739-49.0% | $152,861-42.3% |
| Participation rate | 76.5% | 87.1%-10.6pp | 82.6%-6.2pp | 82.4%-6.0pp |
| Annual return | 2.33% | 1029.65%-1027.3pp | 802.84%-800.5pp | 345.32%-343.0pp |
| Employer contribution / active EE | $1,775 | $5,856-69.7% | $5,143-65.5% | $4,762-62.7% |
| Participant deferral / active EE | $4,010 | $5,948-32.6% | $5,198-22.9% | $5,850-31.5% |
| Admin fee / account holder | $18,339 | $17,109+7.2% | $13,954+31.4% | $11,596+58.1% |